401(k) · DOL Form 5500 · 2022

Kellermeyer Bergensons Services, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
35,205
Participants Very large workforce
76th
Percentile by assets National rank
$511
Avg per participant Low balance/head
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Official DOL plan name: Kellermeyer Bergensons Services Savings & Protection Plan · Sponsored by Kellermeyer Bergensons Services, LLC · California · Administrative & Support Services

$18M in assets, 35,205 participants

Kellermeyer Bergensons Services, LLC's Kellermeyer Bergensons Services Savings & Protection Plan reported $18M in total assets and 35,205 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,366 in Administrative & Support Services (4,927 peers)

Coverage in California

Kellermeyer Bergensons Services Savings & Protection Plan covers 35,205 participants in California, 56x the typical California plan (state average ~630 per filing). Assets: $18M.

#4,366
in Administrative & Support Services (4,927 peers)
+1.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kellermeyer Bergensons Services Savings & Protection Plan's outsized position by total assets

Kellermeyer Bergensons Services Savings & Protection Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,991,544 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Kellermeyer Bergensons Services Savings & Protection Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kellermeyer Bergensons Services Savings & Protection Plan is a mega filing (35,205 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 364431179 · Kellermeyer Bergensons Services, LLC PY 2022 · 401(k)

Kellermeyer Bergensons Services Savings & Protection Plan · $18M · 35,205 · 76th

  • EBSA $18M
  • EBSA 35,205
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near The Knapheide Manufacturing Company 401(k) Retirement Savings Plan for Hourly Production Employees
  • EBSA ind #4366

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in California →

Kellermeyer Bergensons Services Savings & Protection Plan in the asset neighbourhood

Kellermeyer Bergensons Services Savings & Protection PlanKellermeyer Bergensons Servi…$18MThe Knapheide Manufacturing Company 401(k) Retirement Savings Plan for Hourly Production EmployeesThe Knapheide Manufacturing …$18MAmerican Association for Justice 401(k) Profit Sharing PlanAmerican Association for Jus…$18MU.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$18MMidamerica National Bank 401(k) PlanMidamerica National Bank 401…$18M
End-of-year total assets ($M) among Kellermeyer Bergensons Services Savings & Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN364431179
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kellermeyer Bergensons Services, LLC)

Sponsor-wide plan assets over time

All Kellermeyer Bergensons Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 31.49738010256374% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18M $23.7M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 35,205 $18M
2023 1 26,521 $21M
2024 1 24,276 $24M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kellermeyer Bergensons Services Savings & Protection Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -200204060 Total assets ($B) Participants Kellermeyer Bergensons Services Savings & Protection Plan, Total assets ($B): 0.017991544 · Participants: 35205Kellermeyer Bergensons Services Savings & Protection PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kellermeyer Bergensons Services Savings & Protection Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kellermeyer Bergensons Services Savings & Protection Plan side-by-side with 3 peers →

Kellermeyer Bergensons Services Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Knapheide Manufacturing Company 401(k) Retirement Savings Plan for Hourly Production Employees in IL ($18M); by covered participants it is Mars Veterinary Health 401(k) Savings Plan in NJ (35,204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35,205 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kellermeyer Bergensons Services Savings & Protection Plan assets move in 2022? ▼
Kellermeyer Bergensons Services Savings & Protection Plan edged up modestly - up 1.3% during 2022, from $18M to $18M. Reported net income was -$1M.
How have Kellermeyer Bergensons Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kellermeyer Bergensons Services, LLC's sponsor-wide assets grew 31.5%, from $18M to $24M.
Where does Kellermeyer Bergensons Services Savings & Protection Plan rank by assets among Form 5500 filers? ▼
Kellermeyer Bergensons Services Savings & Protection Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kellermeyer Bergensons Services Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Knapheide Manufacturing Company 401(k) Retirement Savings Plan for Hourly Production Employees in IL ($18M, 583 participants).
Which 401(k) plans cover a similar participant headcount to Kellermeyer Bergensons Services Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mars Veterinary Health 401(k) Savings Plan in NJ (35,204 participants, $981M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364431179.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.